See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,718 | $77,419-62.9% | $69,455-58.7% | $152,861-81.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 14.31% | 39.06%-24.8pp | 28.97%-14.7pp | 345.32%-331.0pp |
| Employer contribution / active EE | $297 | $3,315-91.0% | $2,779-89.3% | $4,762-93.8% |
| Participant deferral / active EE | $1,035 | $4,414-76.5% | $3,535-70.7% | $5,850-82.3% |
| Admin fee / account holder | $4,868 | $6,207-21.6% | $3,839+26.8% | $11,596-58.0% |